What are the responsibilities and job description for the Trust Officer position at Creative Planning?
The Trust Officer provides trust administration services that consist of independently
administering daily activities of, moderately complex, to complex high‐net worth clients,
and multi‐generational relationships. The Trust Officer partners with
relationship management services provided through Creative Planning to provide a
superior client experience.
We do not accept resume submissions from third‐party recruiters or staffing agencies. Please
contact our recruiting team directly.
JOB DUTIES
- Administer trust accounts in accordance with the terms of the governing documents consistent with the needs of account owners, beneficiaries, and/or remaindermen.
- Manage relationships with various interested parties, including trust grantors, beneficiaries, remainders, and wealth managers.
- Partner with CP Wealth Management to assess and resolve issues and concerns associated with trust administration.
- Review distribution requests.
- Monitor available cash for upcoming disbursements.
- Coordinate and track disbursement and receipt transactions. Which includes set‐up and monitoring of recurring payments to/from client accounts
- Review transaction reports as it relates to daily account administration.
- Account maintenance.
- Communicate with wealth managers, financial planners, tax professionals, estate planning attorneys, trust operations, and others as required in the administration of accounts.
- Ability to delegate appropriate responsibilities under support model and maintain accountability for timely completion.
- Schedule and attend meetings as needed.
- Other duties as assigned by the team leaders.
EXPERIENCE / QUALIFICATIONS
- Bachelor’s degree in business, finance, accounting or related field preferred.
- At least 5 years personal trust experience preferred.
- Equivalent combination of formal education and/or related trust industry experience will be considered.
- Highly motivated with the ability to work autonomously while keeping management apprised of potential issues.
- Ability to assess, prioritize, and process numerous daily requests in a timely and competent manner.
- Ability to represent the organization and the trust company in a professional and positive manner.
- Exceptional organizational and time management skills.
- Ability to work both in a team environment and independently.
- Effectively work under intensive deadlines with frequent interruptions.
- Ability to ask for and receive feedback on work and apply changes, as necessary.
- Basic understanding of trust laws and general administrative procedures.
- Good presentation and written communication skills.
- Professional, confident, and positive demeanor.
- Strong analytical and problem‐solving skills.
- Open to development, and desire to expand responsibilities.
TECHNICAL SKILLS
- Proficiency in Microsoft Office, especially Microsoft Excel.
- Keen attention to detail.
- Ability to manage multiple priorities.
- Ability to adapt to the needs of a growing business.
- Flexibility in adhering to company policies and procedures.
